Kovitz Investment Group Partners
VLTO icon

Kovitz Investment Group Partners’s Veralto VLTO Stock Holding History

Kovitz Investment Group Partners’s Portfolio VLTO Stock Details VLTO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.45M Sell
38,912
-12,361
-24% -$1.07M 0.08% 165
2026
Q1 		$4.53M Sell
51,273
-1,165
-2% -$111K 0.11% 140
2025
Q4 		$5.23M Buy
52,438
+45,379
+643% +$4.59M 0.12% 140
2025
Q3 		$753K Buy
7,059
+606
+9% +$63.9K ﹤0.01% 903
2025
Q2 		$652K Sell
6,453
-123
-2% -$11.9K ﹤0.01% 900
2025
Q1 		$641K Sell
6,576
-1,112
-14% -$111K ﹤0.01% 849
2024
Q4 		$783K Sell
7,688
-442
-5% -$47.1K ﹤0.01% 777
2024
Q3 		$419K Buy
8,130
+4,438
+120% +$469K ﹤0.01% 791
2024
Q2 		$352K Sell
3,692
-3,559
-49% -$340K ﹤0.01% 706
2024
Q1 		$643K Buy
+7,251
New +$601K 0.01% 469

Other funds holding VLTO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Kovitz Investment Group Partners's VLTO Position: Q2 2026 in Review

Kovitz Investment Group Partners reduced its Veralto (VLTO) stake by 24% in Q2 2026, selling an estimated $1.07M and leaving 38,912 shares worth $3.45M. The position accounts for 0.08% of the portfolio, ranked #165.

Kovitz Investment Group Partners first reported a position in VLTO in Q1 2024 and has held it in 10 quarters since. The position peaked at $5.23M in Q4 2025. 987 funds tracked by Wall St. Rank hold VLTO as of Q2 2026.

  • Kovitz Investment Group Partners held 38,912 shares of Veralto worth $3.45M as of Q2 2026.
  • Kovitz Investment Group Partners sold 12,361 Veralto shares in Q2 2026, an estimated $1.07M.
  • Veralto made up 0.08% of Kovitz Investment Group Partners's portfolio in Q2 2026, its #165 holding.
  • Kovitz Investment Group Partners first reported a position in Veralto in Q1 2024 and has held it in 10 quarters since.
  • Kovitz Investment Group Partners's Veralto position peaked at $5.23M in Q4 2025.
  • 987 funds tracked by Wall St. Rank held Veralto as of Q2 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q2 2026, filed 12 Aug 2026.